Merriman Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.76M | Buy |
2,999
+9
| +0.3% | +$5.28K | 0.07% | 66 |
|
|
2024
Q3 | $1.71M | Buy |
2,990
+146
| +5% | +$75.1K | 0.07% | 81 |
|
|
2024
Q2 | $1.43M | Buy |
2,844
+252
| +10% | +$122K | 0.06% | 80 |
|
|
2024
Q1 | $1.26M | Sell |
2,592
-792
| -23% | -$353K | 0.06% | 83 |
|
|
2023
Q4 | $1.2M | Buy |
3,384
+885
| +35% | +$288K | 0.06% | 86 |
|
|
2023
Q3 | $750K | Buy |
2,499
+510
| +26% | +$154K | 0.04% | 100 |
|
|
2023
Q2 | $571K | Buy |
1,989
+841
| +73% | +$208K | 0.03% | 130 |
|
|
2023
Q1 | $243K | Buy |
+1,148
| New | +$196K | 0.01% | 176 |
|
|
2022
Q4 | – | Sell |
-6,067
| Closed | -$823K | – | 221 |
|
|
2022
Q3 | $823K | Buy |
6,067
+4,744
| +359% | +$769K | 0.05% | 74 |
|
|
2022
Q2 | $213K | Sell |
1,323
-1,030
| -44% | -$199K | 0.02% | 154 |
|
|
2022
Q1 | $523K | Buy |
2,353
+487
| +26% | +$122K | 0.04% | 123 |
|
|
2021
Q4 | $628K | Buy |
1,866
+2
| +0.1% | +$664 | 0.05% | 131 |
|
|
2021
Q3 | $633K | Sell |
1,864
-53
| -3% | -$19.1K | 0.05% | 122 |
|
|
2021
Q2 | $667K | Buy |
1,917
+65
| +4% | +$20.9K | 0.06% | 141 |
|
|
2021
Q1 | $545K | Sell |
1,852
-4,144
| -69% | -$1.12M | 0.06% | 125 |
|
|
2020
Q4 | $1.64M | Buy |
5,996
+3,911
| +188% | +$1.07M | 0.18% | 86 |
|
|
2020
Q3 | $546K | Sell |
2,085
-22
| -1% | -$5.67K | 0.08% | 100 |
|
|
2020
Q2 | $478K | Sell |
2,107
-5,755
| -73% | -$1.2M | 0.08% | 106 |
|
|
2020
Q1 | $1.31M | Buy |
7,862
+4,350
| +124% | +$852K | 0.29% | 47 |
|
|
2019
Q4 | $721K | Buy |
3,512
+520
| +17% | +$101K | 0.14% | 113 |
|
|
2019
Q3 | $533K | Buy |
2,992
+100
| +3% | +$19K | 0.11% | 113 |
|
|
2019
Q2 | $5.58K | Sell |
2,892
-2,930
| -50% | -$535K | 0.11% | 116 |
|
|
2019
Q1 | $970K | Sell |
5,822
-180
| -3% | -$28.6K | 0.18% | 102 |
|
|
2018
Q4 | $828K | Sell |
6,002
-848
| -12% | -$123K | 0.18% | 70 |
|
|
2018
Q3 | $1.13M | Buy |
6,850
+31
| +0.5% | +$5.61K | 0.24% | 72 |
|
|
2018
Q2 | $1.32M | Buy |
6,819
+99
| +1% | +$17.9K | 0.3% | 60 |
|
|
2018
Q1 | $1.07M | Sell |
6,720
-458
| -6% | -$82.2K | 0.28% | 76 |
|
|
2017
Q4 | $1.27M | Buy |
7,178
+724
| +11% | +$128K | 0.31% | 71 |
|
|
2017
Q3 | $1.1M | Buy |
6,454
+3,160
| +96% | +$527K | 0.26% | 76 |
|
|
2017
Q2 | $497K | Sell |
3,294
-39
| -1% | -$5.8K | 0.14% | 78 |
|
|
2017
Q1 | $473K | Buy |
3,333
+980
| +42% | +$131K | 0.12% | 93 |
|
|
2016
Q4 | $275K | Buy |
+2,353
| New | +$289K | 0.08% | 111 |
|
Other funds holding META
